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AG
Advisor Group’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
Advisor Group’s Portfolio
SHY Stock Details
SHY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$30.8M
Sell
363,573
-6,562
-2%
-$556K
0.21%
90
2019
Q3
$31.4M
Buy
370,135
+18,205
+5%
+$1.54M
0.23%
82
2019
Q2
$29.8M
Sell
351,930
-117,689
-25%
-$9.91M
0.23%
76
2019
Q1
$39.5M
Sell
469,619
-150,636
-24%
-$12.6M
0.33%
60
2018
Q4
$51.9M
Buy
620,255
+416,239
+204%
+$34.6M
0.51%
35
2018
Q3
$17M
Buy
204,016
+68,736
+51%
+$5.72M
0.17%
108
2018
Q2
$11.3M
Buy
135,280
+35,533
+36%
+$2.96M
0.16%
126
2018
Q1
$8.33M
Sell
99,747
-1,869
-2%
-$156K
0.11%
166
2017
Q4
$8.52M
Sell
101,616
-58,335
-36%
-$4.91M
0.11%
169
2017
Q3
$13.5M
Buy
159,951
+502
+0.3%
+$42.4K
0.21%
100
2017
Q2
$13.5M
Buy
159,449
+47,884
+43%
+$4.05M
0.24%
89
2017
Q1
$9.43M
Sell
111,565
-22,381
-17%
-$1.89M
0.19%
115
2016
Q4
$11.3M
Buy
133,946
+20,167
+18%
+$1.71M
0.26%
84
2016
Q3
$9.68M
Buy
113,779
+5,388
+5%
+$458K
0.23%
95
2016
Q2
$9.25M
Buy
+108,391
New
+$9.21M
0.24%
93
Other funds holding SHY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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